Podcast With Paper Alfa
Macro views, market pricing and human psychology
Hey everyone!
I just finished recording an awesome conversation with
. I would commend his Substack to all of you and encourage you to follow his work. We discussed macro views, the risk of inflation accelerating, human psychology, and our personal goals for 2024.Enjoy!
Check out the documentary we referenced here:
I tried making some art that encapsulates both of us
lol :)
Appreciate it. Here’s the paper: https://www.imf.org/en/Publications/WP/Issues/2023/09/13/One-Hundred-Inflation-Shocks-Seven-Stylized-Facts-539159
Great webinar. The contrast between your styles is very interesting. On the one hand, Paper Alpha has that institutional vibe. His analysis reminds me of the time I interned at a pension fund. Clean and structured. On the other hand, you are more of a shark. You remind me of my mentor, a trader who writes an obscure blog I engage in. A little over the place at times, but very creative.
Very contrasting styles. You would be a Greaser in the book The Outsiders by S.E. Hilton. Paper Alpha a Soc.